NetSuite add-on
Proforma Hold.
Apply terms-based payment controls in NetSuite. Keep Sales Orders Pending Approval when the required payment percentage has not been met, then release them when a Customer Deposit meets the threshold.
Hold Sales Orders until the required payment percentage is received.
Maintain hold rules
Create, edit or delete terms hold rules through a dedicated interface.
Multiple payment terms
Apply hold behaviour to more than one payment term.
Set the threshold
Choose the required payment percentage for each rule.
Automatic order hold
Hold Sales Orders on creation or edit when the relevant terms apply and payment is below the required percentage.
Deposit-driven release
Update the Sales Order to Approved when a saved Customer Deposit reaches the required payment percentage.
A clear hand-off
Give sales and finance an agreed payment threshold before an order proceeds.
Fit the tool to your working process.
We confirm the product fit, account configuration and user roles with your team, then agree implementation and testing around your process.
Arrange a demonstrationSee Proforma Hold in action
Tell us about your process and we will walk you through the product.